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Find Retirement Advisors for Retirement Planning in Colorado

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Colorado, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

Finding the Best Retirement Planners in Colorado

Last Updated - April 24, 2025

Colorado has 16 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 337 non-vetted advisors in your local area. These retirement advisors in Colorado have an average of 27 years of experience.

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List of Qualified Retirement Planning Advisors in Colorado

advisor
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Adam J. Strickman
CFP®, CRPC®, APMA®
Ethos Financial Partners

Qualifications
CRD# 4559641
Firm CRD# 6363
Series 7, 66

Minimum Assets Required
$250,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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advisor
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Darren Meyer
AWMA®, AAMS®, CPFA
Everest Wealth Advisors

Qualifications
CRD# 4558794
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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advisor
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Jeffrey Wren
CSA®
LPL Financial Corporation

Qualifications
CRD# 1556194
Firm CRD# 6413
Series 7, 55, 63, 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Based on Assets

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advisor
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William (Bill) Reynolds
MSFS, CLU®, CFS, ChFC®
Reynolds Financial Solutions

Qualifications
CRD# 1532396
Firm CRD# 1532396
Series 7, 24, 63

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

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advisor
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Mark Starosciak
CFP®, CRPC®
Infinium Investment Advisors, LLC

Qualifications
CRD# 4018163
Firm CRD# 149123
Series 66

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

Compensation/Fee

Fee-Only, Hourly, Based on Assets

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advisor
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Matthew Kelley
CFP®, AAMS®, AIF®
Gold Medal Waters

Qualifications
CRD# 4504752
Firm CRD# 132294
Series 63, 66

Minimum Assets Required
$0

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Flat Fee

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advisor
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Adam Brunin
NSSA®, AIF®
Navigation Wealth Management

Qualifications
CRD# 4407663
Firm CRD# 282640
Series 63, 65

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

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advisor

Qualifications
CRD# 2754305
Firm CRD# 6413
Series 7, 24, 55, 63

Minimum Assets Required
$500,000

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

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advisor

Qualifications
Firm CRD# 282580
Series 63, 65

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
vector.svg VERIFIED

Empower

Qualifications
Firm CRD# 112058

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Investment Advice & Management

Compensation/Fee

Fee-Based

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
CRD# 7347673
Firm CRD# 281223

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Not Specified

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 315838
Series 7, 63, 65

Minimum Assets Required
$100,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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Top 15 Retirement Planning firms in Colorado (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

151 Detroit Street,
Denver, CO, 80206
$239,345,489,0586602978
A percentage of AUM, Performance Based
2

8515 East Orchard Rd 4t2,
Greenwood Village, CO, 80111
$134,279,160,181188739766
A percentage of AUM, Fixed fees
3

717 17th Street, Suite 1850
Denver, CO, 80202
$81,139,239,0948281
A percentage of AUM, Fixed fees, Other (CONSULTING FEES)
4

1801 California Street, Suite 5200
Denver, CO, 80202
$65,938,129,80713560
A percentage of AUM, Fixed fees
5

8515 East Orchard Road, 2t3,
Greenwood Village, CO, 80111
$64,880,528,684154305
A percentage of AUM, Fixed fees
6

1200 17th Street, Suite 500
Denver, CO, 80202
$45,350,198,548869451020
A percentage of AUM, Hourly charges, Fixed fees
7

1290 Broadway, Suite 1000,
Denver, CO, 80203
$24,019,792,910764
A percentage of AUM, Fixed fees, Other (QUARTERLY, ASSET-BASED LICENSING FEE)
8

100 St. Paul Street, Suite 800
Denver, CO, 80206
$23,349,884,25750114
A percentage of AUM, Performance Based, Other (PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES)
9

100 Fillmore Street, Suite 325
Denver, CO, 80206
$21,568,739,948149103
A percentage of AUM, Performance Based
10

1819 Wazee Street,
Denver, CO, 80202
$8,849,768,10233125
A percentage of AUM, Performance Based, Other (ACQUISITION FEE)
11

5299 Dtc Blvd., Suite 1000,
Greenwood Village, CO, 80111
$7,728,468,2016951
A percentage of AUM, Hourly charges, Fixed fees
12

1200 17th Street, Suite 970
Denver, CO, 80202
$7,457,031,0601768
A percentage of AUM, Performance Based
13

1401 Lawrence Street, Suite 1920
Denver, CO, 80202
$5,903,565,2333614
A percentage of AUM, Performance Based
14

260 N. Josephine St., Suite 500
Denver, CO, 80206
$5,493,402,5772151
A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
15

1430 Blake Street,
Denver, CO, 80202-1316
$5,271,991,016224
A percentage of AUM

Information on Top Retirement Planning firms in Colorado

QualificationsFirm CRD# 104652

Assets Under Management $239,345,489,058

No. Of Clients6602

Clients Per Financial Advisor7

JANUS HENDERSON INVESTORS is a financial advisory firm situated in Denver, Colorado. With a nearly $239B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6602 clients. The team consists of 978 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (PLEASE SEE SCHEDULE D, MISCELLANEOUS DISCLOSURE)
View Full Profile

QualificationsFirm CRD# 112058

Assets Under Management $134,279,160,181

No. Of Clients188739

Clients Per Financial Advisor246

EMPOWER ADVISORY GROUP, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $134B assets under management, the firm specializes in crafting personalized retirement planning solutions for 188739 clients. The team consists of 766 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops
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QualificationsFirm CRD# 159189

Assets Under Management $81,139,239,094

No. Of Clients82

Clients Per Financial Advisor1

PUBLIC TRUST ADVISORS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $81B assets under management, the firm specializes in crafting personalized retirement planning solutions for 82 clients. The team consists of 81 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (CONSULTING FEES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (CONSULTING)
View Full Profile

QualificationsFirm CRD# 107376

Assets Under Management $65,938,129,807

No. Of Clients135

Clients Per Financial Advisor2

TRANSAMERICA ASSET MANAGEMENT, INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $66B assets under management, the firm specializes in crafting personalized retirement planning solutions for 135 clients. The team consists of 60 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Other (MODEL ALLOCATION/INVESTMENT PORTFOLIOS, RESEARCH REPORTS & INVESTMENT SCORECARDS)
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QualificationsFirm CRD# 107272

Assets Under Management $64,880,528,684

No. Of Clients154

Clients Per Financial Advisor1

EMPOWER CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $65B assets under management, the firm specializes in crafting personalized retirement planning solutions for 154 clients. The team consists of 305 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Other (INSURANCE COMPANY SEPARATE ACCOUNTS SERVICES PROVIDED TO NON QUALIFIED RETIREMENT PLAN SPONSORS)
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QualificationsFirm CRD# 147363

Assets Under Management $45,350,198,548

No. Of Clients86945

Clients Per Financial Advisor85

MERCER GLOBAL ADVISORS INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $45B assets under management, the firm specializes in crafting personalized retirement planning solutions for 86945 clients. The team consists of 1020 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION)
View Full Profile

QualificationsFirm CRD# 134340

Assets Under Management $24,019,792,910

No. Of Clients7

Clients Per Financial Advisor0

ALPS ADVISORS, INC. is a financial advisory firm situated in Denver, Colorado. With a nearly $24B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 64 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (QUARTERLY
  • ASSET-BASED LICENSING FEE)

Financial Planning Services

  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 155677

Assets Under Management $23,349,884,257

No. Of Clients50

Clients Per Financial Advisor0

KSL CAPITAL PARTNERS is a financial advisory firm situated in Denver, Colorado. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 50 clients. The team consists of 114 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (PORTCO TRANS
  • MONITORING
  • CONSULTING
  • MARGIN
  • AND DIRECTORS FEES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
View Full Profile

QualificationsFirm CRD# 149120

Assets Under Management $21,568,739,948

No. Of Clients149

Clients Per Financial Advisor1

ARROWMARK COLORADO HOLDINGS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $22B assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 clients. The team consists of 103 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 161406

Assets Under Management $8,849,768,102

No. Of Clients33

Clients Per Financial Advisor0

NORTHWOOD INVESTORS LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 125 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (ACQUISITION FEE)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 149122

Assets Under Management $7,728,468,201

No. Of Clients69

Clients Per Financial Advisor1

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC is a financial advisory firm situated in Greenwood Village, Colorado. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 clients. The team consists of 51 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (CSC - INVESTMENT POLICY STATEMENT CREATION/REVIEW FOR 3(21)A AND 3(38) ERISA PLANS)
View Full Profile

QualificationsFirm CRD# 137677

Assets Under Management $7,457,031,060

No. Of Clients176

Clients Per Financial Advisor22

BEAR CREEK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 176 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 312491

Assets Under Management $5,903,565,233

No. Of Clients36

Clients Per Financial Advisor3

1888 INVESTMENTS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 36 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 173859

Assets Under Management $5,493,402,577

No. Of Clients21

Clients Per Financial Advisor0

REVELSTOKE CAPITAL PARTNERS is a financial advisory firm situated in Denver, Colorado. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 51 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (SEE SCHEDULE D - MISCELLANEOUS)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
View Full Profile

QualificationsFirm CRD# 294402

Assets Under Management $5,271,991,016

No. Of Clients2

Clients Per Financial Advisor0

SMITH CAPITAL INVESTORS, LLC is a financial advisory firm situated in Denver, Colorado. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
View Full Profile

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